PMS · Hybrid · Others
Prime Synergy
Fund size₹36 Cr
IRRSince inception8.73%
Minimum investment₹50 Lakh
Fund age8 mo
Fund Manager
Vidya Bala
Vidya Bala
Fund Manager, PrimeInvestor Financial Research
SEBI Registered Portfolio Manager. 20+ years in equity and mutual fund research. Former Head of Research at FundsIndia – India's first online MF platform (?6,500 Cr AUA). Built proprietary fund rating systems with a consistent market-beating track record. Co-founder of PrimeInvestor (2021); 50,000+ users, ?25,000+ Cr in portfolios analysed.
Managing AUM₹135 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Prime Synergy—————8.73%
Nifty 500−8.38%————−1.12%
Excess over benchmark—————9.85%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee1.65% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 1.00% within 1 year, 0.50% within 2 years. Lock-in: Nil.
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